Our engineering team is pleased to roll-up all of the last 60 days of ISN updates into Build 2637. You should see Build 2637 in your ISN in the next 48 hours. You will find a plethora of new features and options in this release! As always feel free to comment or email with any questions or concerns. Additionally, in your ISN you can now click onHelp and then Suggest a Feature to send a feature request directly to us. As you know we are open to feedback as we are building your tool! Let us know what other types of hammers, wrenches and cement mixers you need and want so we can start to work on them for you.
New Office Settings
Many of you have noticed our completely new Office Settings screen. As the ISN has expanded our settings system has had to expand as well with the increase in configurable options. We hope you enjoy the updated look and feel!
Self-incrementing Report Number
We have added even more options allowing you to control how your report numbers are generated. We still offer the old stand-by of adding/creating/updating your own report numbers. However, now you can select to have the report number generated for you including the use of a self-generating number that starts where you want and increments for each new inspection order. To view this feature click on Settings and then on Office Settings. Select Report Numbering Options and you can create your own Report Numbering style.
New Merchant Gateways…
VirtualMerchant (Costco) Payment Gateway
If you have a VirtualMerchant account (a product of Elavon and used with Costco's merchant services) you can now use the ISN to process payments through your VirtualMerchant merchant account! To use VirtualMerchant click on Settings and then on Office Settings. Select Payment Options and then select VirtualMerchant.
Network Merchants (NMI) Payment Gateway
If you have a Network Merchants account, you can now use the ISN to process payments through your NetworkMerchants merchant account! To use NMI (Network Merchants) click on Settings and then on Office Settings. Select Payment Options and then selectNetwork Merchants.
PayFuse (ClearCommerce) Payment Gateway
The ISN iPhone App Arrives
Send Email Improvements
When you go to Email and then Send Email you will notice you can mail out a specific Email Template now.
Who is an Inspector?
Send Email Template Improvements
Sending an Email Template manually now allows you to easily click and add the email addresses of the order's associated Escrow and Insurance agents. Additionally, you will also see it informs you if the report, agreement and/or invoice will be going out with the template -AND- you can now select which attachments to send along with the template.
Emailing Attachments: Select which Email Template to send with your Attachments
If desired you can now select what email template will be used when you send an attachment via email.
Report Viewing – Tracking
If desired you can now have the ISN send a notification and log each and every report viewing. Now you can let the ISN tell you via SMS/TXT and/or Email (as well as let it log it in the system log) every time one of your reports is viewed. To enable this feature click onSettings and then Office Settings; select Report Emailing Options and you can enable this system.
Incomplete Order Grid Updates
Font Size for Agreements, Orders and Reports
You can now control the font size at which you view your agreements, orders and reports. This is per-user now so you can adjust your own settings without affecting other people in your office. When logged into the ISN click on Settings and then on My Information and look for the font slider bar to adjust the fonts for your viewing eyes only!
Upload Agent Photos
Viewing Agreements Online – Change the Header
Emailing Invoices and Reports (FROM)
You are able to override the FROM name and FROM email address when your company emails reports and invoices from the system. This allows you to override every single invoice and report emailing. No matter who emails a report it will always appear it came from the same person. This is great if you want all of your reports to come from reports@mycompany.com for example.
Agent's Agency or City when Searching
You can now optionally show an agent's agency name or city name when searching for an agent. Your desires will now appear in the suggestions making it easier to find an agent. You will find this feature in Settings and then Office Settings. From there click on theAgent & Agency Options.
How many Attachments?
When viewing the Inspection Grid you can now see how many attachments you have on each Order by holding your mouse over the Attachment Icon. The "tooltip" (the little yellow box that shows up) will show you how many attachments are on that specific order!
Private notes for Agents and Clients
You can now optionally have private notes, which are separate from regular notes, on Clients and Agents. This option is available only to Owners and Office Administrators.
Properhty Age & Fees
Now, fees can be automatically suggested to you based on the Property Age. If you go to Settings, then Office Settings and click on Property Age Fees you can control the age fees from this location. Please Note: You will need to go to your Fees page and then set a fee as your Property Age fee for the amounts to be displayed to you when placing an order!
Foundation Types & Fees
Fees can be automatically suggested to you based on the Foundation Type. If you go to Settings, then Office Settings and click on Foundation Types you can control it from there. Please Note: You will need to go to your Fees page and then set a fee as your Foundation fee for the amounts to be displayed to you when placing an order!
Agency Names in Drop Downs
You can now optionally control how the Agency Name appears in the Agency drop down when placing an order. If you desire to show something other than what you are seeing in your agency drop downs visit Settings and then Office Settings and click on Agent and Agency Options.
Attaching Reports, Invoices & Agreements to Email Events
Now the ISN allows you to attach invoices, agreements and / or even reports to an email event! Browse to Email and then Email Events. Edit your favorite template and you will see three new checkboxes. From there you can select what is attached to this specific email event.
Quickly Edit Agent and Agency Names
You can now quickly correct and edit both Agent and Agency Names within their respective grids. Just click on the name and edit the name in place — this is a huge time saver!
Reports, Reports, Reports and more coming…
We have been adding more reports to the ISN and we have more reports on the horizon! Here's a sampling of reports we have added in this release: Agent Follow-up, Inspection Types per Inspector, Top Inspectors' Agents, Top Inspectors' Agencies, Client and Agent Emails, Inspector Top Agents, Agencies with coverage, Inspections by Owner, and Inspections by Scheduler. Also… now you can click on a report and see a description of the report you are about to run! Stay tuned for more exciting updates to our reporting system!
Import Inspections from Home Tracker 4
If you use Home Tracker 4 to intake jobs you'll find we now import information and job information directly from Home Tracker 4. If you are not familiar with Home Tracker 4… don't worry… you won't be interested in this feature particular 
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Send a Schedule
You are now able to have the ISN send out an inspector any specific schedule. You can visit Calendar and then click so send any of your inspectors their inspector schedule email.
We are working on more great features so look forward to new and exciting updates in the near future!
When viewing the Inspection Grid you can now see how many attachments you have on each Order by holding your mouse over the Attachment Icon. The "tooltip" (the little yellow box that shows up) will show you how many attachments are on that specific order!
You can now optionally have private notes, which are separate from regular notes, on Clients and Agents. This option is available only to Owners and Office Administrators.
Now, fees can be automatically suggested to you based on the Property Age. If you go to Settings, then Office Settings and click on Property Age Fees you can control the age fees from this location. Please Note: You will need to go to your Fees page and then set a fee as your Property Age fee for the amounts to be displayed to you when placing an order!
Fees can be automatically suggested to you based on the Foundation Type. If you go to Settings, then Office Settings and click on Foundation Types you can control it from there. Please Note: You will need to go to your Fees page and then set a fee as your Foundation fee for the amounts to be displayed to you when placing an order!
You can now optionally control how the Agency Name appears in the Agency drop down when placing an order. If you desire to show something other than what you are seeing in your agency drop downs visit Settings and then Office Settings and click on Agent and Agency Options.
Now the ISN allows you to attach invoices, agreements and / or even reports to an email event! Browse to Email and then Email Events. Edit your favorite template and you will see three new checkboxes. From there you can select what is attached to this specific email event.
You can now quickly correct and edit both Agent and Agency Names within their respective grids. Just click on the name and edit the name in place — this is a huge time saver!
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You are now able to have the ISN send out an inspector any specific schedule. You can visit Calendar and then click so send any of your inspectors their inspector schedule email.
We are working on more great features so look forward to new and exciting updates in the near future!
